EWM
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Evermay Wealth Management’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Evermay Wealth Management’s Portfolio PXJ Stock Details PXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-155
Closed -$4.48K – 605
2024
Q3 		$4.48K Hold
155
– – ﹤0.01% 510
2024
Q2 		$4.95K Buy
+155
New +$4.96K ﹤0.01% 496

Other funds holding PXJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evermay Wealth Management's PXJ Position: Q4 2024 in Review

Evermay Wealth Management sold out of Invesco Oil & Gas Services ETF (PXJ) in Q4 2024, closing a stake of 155 shares — an estimated $4.48K sold.

Evermay Wealth Management first reported a position in PXJ in Q2 2024 and held it in 2 quarters. The position peaked at $4.95K in Q2 2024. 29 funds tracked by Wall St. Rank hold PXJ as of Q4 2024.

  • Evermay Wealth Management reported no remaining Invesco Oil & Gas Services ETF position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 155 Invesco Oil & Gas Services ETF shares in Q4 2024, an estimated $4.48K.
  • Evermay Wealth Management first reported a position in Invesco Oil & Gas Services ETF in Q2 2024 and held it in 2 quarters.
  • Evermay Wealth Management's Invesco Oil & Gas Services ETF position peaked at $4.95K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.